Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 380 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,593,673
+0.4%
156,674
+0.8%
0.07%
+2.9%
Q2 2023$4,574,909
-4.9%
155,398
-4.3%
0.07%
-10.4%
Q1 2023$4,813,081
-41.9%
162,439
-42.4%
0.08%
-45.4%
Q4 2022$8,279,725
+24.8%
281,815
+24.1%
0.14%
+13.7%
Q3 2022$6,637,000
-3.2%
227,129
-1.5%
0.12%
-1.6%
Q2 2022$6,855,000
-1.8%
230,570
-0.5%
0.13%
+16.7%
Q1 2022$6,980,000
+9.3%
231,676
+12.3%
0.11%
+11.3%
Q4 2021$6,388,000
+0.3%
206,258
+1.2%
0.10%
-11.8%
Q3 2021$6,372,000
+7.5%
203,904
+7.7%
0.11%
+10.0%
Q2 2021$5,925,000
-100.0%
189,282
-54.4%
0.10%
-12.3%
Q1 2021$13,009,680,000
+332543.3%
415,512
+233.6%
0.11%
+34.1%
Q4 2020$3,911,000
+89.5%
124,545
+89.3%
0.08%
+63.5%
Q3 2020$2,064,000
+2615.8%
65,797
+2618.9%
0.05%
+2500.0%
Q2 2020$76,000
+26.7%
2,420
+20.7%
0.00%0.0%
Q1 2020$60,000
+30.4%
2,005
+33.1%
0.00%
+100.0%
Q4 2019$46,000
-33.3%
1,506
-33.5%
0.00%
-50.0%
Q3 2019$69,000
+9.5%
2,264
+10.2%
0.00%0.0%
Q2 2019$63,000
-40.6%
2,054
-41.3%
0.00%
-60.0%
Q3 2018$106,000
+6.0%
3,501
+6.1%
0.01%
-16.7%
Q2 2018$100,000
-62.4%
3,301
-62.5%
0.01%
-66.7%
Q1 2018$266,000
-44.7%
8,810
-44.4%
0.02%
-51.4%
Q4 2017$481,000
-12.5%
15,839
-11.7%
0.04%
-33.9%
Q3 2017$550,000
+404.6%
17,937
+401.6%
0.06%
+366.7%
Q2 2017$109,0003,5760.01%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Signify Wealth 505,474$14,850,82613.00%
Advocacy Wealth Management Services, LLC 3,011,250$88,470,53211.69%
Coulter & Justus Financial Services, LLC 569,554$16,733,49811.37%
Astor Investment Management LLC 1,187,624$34,892,39710.67%
Sunflower Bank, N.A. 1,576,560$46,31910.08%
Flagstone Financial Management 536,776$15,770,4839.60%
PECAUT & CO. 616,555$18,114,3868.60%
Litman Gregory Wealth Management LLC 2,074,023$60,934,7938.51%
IRON Financial LLC 497,405$14,613,7608.39%
View complete list of SPDR SER TR shareholders